Mutual fund, ETF, money market mutual fund, securities, and systemic risk issues; outbound investment legislation. H.R. 1033, Retirement Fairness for Charities and Educational Institutions Act of 2025; S.424, Retirement Fairness for Charities and Educational Institutions Act of 2025. H.R. 2441, Improving Disclosure for Investors Act of 2025; Issues related to index funds; issues related to access to investment opportunities; issues related to products and markets.
General tax issues related to mutual funds. Taxation of long term investments. Taxation of RICs and ETFs; H.R. 1, One Big Beautiful Bill Act, potential negative impacts on markets and customers of proposed withholding tax on dividend payments.
Retirement and savings issues, generally.